This page lists the various ways to produce documents such as Adobe PDF, Microsoft Word, Microsoft Excel, etc. from the Dynamics CRM application and though custom applications.

Dynamics CRM 2016 Built-in Document Creation Features

Using Word templates in CRM
Export data to Excel
Export to an Excel static (fixed data) worksheet

SQL Server Reporting Services (SSRS)

• Generate a report and then use one of the export options to save to Word, PDF, etc.
• For on-premises SSRS, you can use the SSRS API to programmatically generate a report and save it (to a memory stream or to disk) in a variety of formats.
• Use an unsupported approach in a JavaScript Web Resource to run a report, get the contents back and convert the contents to a byte array for creating an attachment in CRM.

Third Party Components, Products, Services

.NET Components and Related

• Aspose
• iTextSharp
  • This library works with CRM plug-ins (via ILMERGE)
  • Version 4.x is free; version 5.x requires a commercial license unless your app fully complies with the license
• Microsoft Word automation
• DocX Library
• HTML to PDF converters
• ClosedXml Excel component
  • This library works with CRM plug-ins (via ILMERGE)
  • Usage example on this wiki

Products Integrated with Dynamics CRM

ioTap 1-Click PDF

Stand-alone Products

Adobe Acrobat
Open Office (to produce PDF templates)
fyiReporting (RDL project) and related forks (e.g. MajorSilence). This is a .NET reporting engine and related report builder GUI.

Online Services

Hosted document conversion services (Google/Bing for "pdf word convert online" to find lots of them)